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Regal Investment Advisors’s KeyCorp KEY Stock Holding History

Regal Investment Advisors’s Portfolio KEY Stock Details KEY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-200
Closed -$2K – 603
2015
Q3 		$2K Hold
200
– – ﹤0.01% 939
2015
Q2 		$3K Hold
200
– – ﹤0.01% 808
2015
Q1 		$3K Hold
200
– – ﹤0.01% 874
2014
Q4 		$3K Buy
+200
New +$2.66K ﹤0.01% 811

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Regal Investment Advisors's KEY Position: Q4 2015 in Review

Regal Investment Advisors sold out of KeyCorp (KEY) in Q4 2015, closing a stake of 200 shares — an estimated $2K sold.

Regal Investment Advisors first reported a position in KEY in Q4 2014 and held it in 4 quarters. The position peaked at $3K in Q2 2015. 545 funds tracked by Wall St. Rank hold KEY as of Q4 2015.

  • Regal Investment Advisors reported no remaining KeyCorp position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 200 KeyCorp shares in Q4 2015, an estimated $2K.
  • Regal Investment Advisors first reported a position in KeyCorp in Q4 2014 and held it in 4 quarters.
  • Regal Investment Advisors's KeyCorp position peaked at $3K in Q2 2015.
  • 545 funds tracked by Wall St. Rank held KeyCorp as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.